reports
- Carole Braudeau
Credit Morning 07/25/2025
ELO: overview of H1 results and further details on the new financing structure|Takeover rumours around JD.com and Ceconomy become (more) concrete|Nexity reassures in H1 2025 with numerous positive signs, even though business remains weak|Entry into exclusive negotiations for the joint acquisition of the Milleis Group|
IPS IPSOS
CEC CECONOMY AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
NXI NEXITY SA CLASS A
MERY MERCIALYS SA
CGM CEGEDIM SA
FR VALEO SE
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
8TRA TRATON SE
SPM SAIPEM S.P.A.
- Anthony Dick
- Emira Sagaama
- Margaux van Oerle
- Michael Foundoukidis
- Usama Tariq
SOP SOPRA STERIA GROUP SA
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
BIO BB BIOTECH AG
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
ASY ASSYSTEM SA
BEN BENETEAU SA
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
ATE ALTEN SA
ACX ACERINOX SA
FR VALEO SE
BAMNB KONINKLIJKE BAM GROEP NV
FAE FAES FARMA S.A.
COFB COFINIMMO SA
SUN SULZER AG
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
MBWS
CTAC MARIE BRIZARD WINE & SPIRITS SA
PAL CTAC N.V.
CON PALFINGER AG
LIGHT CONZZETA AG
NVG SIGNIFY NV
WBD NAVIGATOR COMPANY SA
RENE WEBUILD S.P.A.
ROVI REDES ENERGETICAS NACIONAIS SA
COL LABORATORIOS FARMACEUTICOS ROVI S.A.
ALM INMOBILIARIA COLONIAL SOCIMI SA
TEC ALMIRALL SA
HOME TECHNIPFMC PLC
VOS NEINOR HOMES SA
2CRSI VOSSLOH AG
VK 2CRSI SA
WDP VALLOUREC SA
ALHG WAREHOUSES DE PAUW SCA
LOUIS HACHETTE GROUP
- Anthony Dick
- Emira Sagaama
- Margaux van Oerle
- Michael Foundoukidis
- Usama Tariq
SOP SOPRA STERIA GROUP SA
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
BIO BB BIOTECH AG
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
ASY ASSYSTEM SA
BEN BENETEAU SA
ALTR ALTRI SGPS SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
FII LISI SA
LSS LECTRA SA
LNA LNA SANTE SA
GBT GUERBET SA
ATE ALTEN SA
ACX ACERINOX SA
FR VALEO SE
BAMNB KONINKLIJKE BAM GROEP NV
FAE FAES FARMA S.A.
COFB COFINIMMO SA
SUN SULZER AG
TUB TUBACEX S.A.
HEIJM HEIJMANS N.V. CERT
MBWS
CTAC MARIE BRIZARD WINE & SPIRITS SA
PAL CTAC N.V.
CON PALFINGER AG
LIGHT CONZZETA AG
NVG SIGNIFY NV
WBD NAVIGATOR COMPANY SA
RENE WEBUILD S.P.A.
ROVI REDES ENERGETICAS NACIONAIS SA
COL LABORATORIOS FARMACEUTICOS ROVI S.A.
ALM INMOBILIARIA COLONIAL SOCIMI SA
TEC ALMIRALL SA
HOME TECHNIPFMC PLC
VOS NEINOR HOMES SA
2CRSI VOSSLOH AG
VK 2CRSI SA
WDP VALLOUREC SA
ALHG WAREHOUSES DE PAUW SCA
LOUIS HACHETTE GROUP
- Carole Braudeau
Morning Crédit 25/07/2025
ELO : commentaires résultats S1 et précisions sur la nouvelle structure de financement|Takeover rumours around JD.com and Ceconomy become (more) concrete|Nexity rassure au S1 2025 avec de nombreux signaux positifs, même si l’activité reste faible|Entrée en négociations exclusives en vue de l’acquisition conjointe du Groupe Milleis|
IPS IPSOS
CEC CECONOMY AG
CA CARREFOUR SA
BVI BUREAU VERITAS SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
NXI NEXITY SA CLASS A
MERY MERCIALYS SA
CGM CEGEDIM SA
FR VALEO SE
TIT TELECOM ITALIA S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
8TRA TRATON SE
SPM SAIPEM S.P.A.
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
Valeo - Résultats du 1er semestre 2025
Valeo - Résultats du 1er semestre 2025 CP résultats S1 2025 Wiztrust PARISJuly 24, 2025 In first-half 2025, Valeo continued to improve its profitability, with an operating margin of 4.5% and free cash flow of 252 million euros, in line with its 2025 profitability and cash generation objectives In first-half 2025, Valeo's results are in line with the trajectory it set out, with improved profitability and cash generation thanks to the rigorous management of its activities. In particular, this involves strict price management, measures to reduce its costs and investments and a reposi...
Valeo - Résultats du 1er semestre 2025
Valeo - Résultats du 1er semestre 2025 PR Results HY 2025 Wiztrust PARISLe 24 juillet 2025 Au premier semestre, Valeo poursuit l’amélioration de sa rentabilité avec une marge opérationnelle à 4,5 % et un cash flow libre de 252 millions d’euros en ligne avec ses objectifs 2025 de rentabilité et de génération de trésorerie Au premier semestre 2025, les résultats de Valeo s’inscrivent dans la trajectoire définie d’amélioration de sa rentabilité et de sa génération de trésorerie grâce à la conduite rigoureuse de ses activités notamment au travers de la gestion stricte de ses prix, des...
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Ignacio Romero
CIE AUTOMOTIVE: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 987.2 M (-3.8% vs. -1.8% BS(e) and -4.0% consensus); EBITDA: € 187.1 M (-1.7% vs. -2.6% BS(e) and -1.7% consensus); Net Profit: € 91.8 M (+1.0% vs. -3.6% BS(e) and -4.4% consensus); 1H'25 vs. 1H'24 Results Sales: € 2.0 Bn (-3.0% vs. -2.0% BS(e) and -3.1% consensus); EBITDA: € 379.1 M (-0.7% vs. -1.2% BS(e) and -0.8% consensus); Net Profit: € 185.9 M (+1.1% vs. -1.2% BS(e) and -1.6% consensus);
- Ignacio Romero
CIE AUTOMOTIVE: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 987,2 M euros (-3,8% vs -1,8% BS(e) y -4,0% consenso); EBITDA: 187,1 M euros (-1,7% vs -2,6% BS(e) y -1,7% consenso); BDI: 91,8 M euros (+1,0% vs -3,6% BS(e) y -4,4% consenso); Rdos. 1S'25 vs 1S'24: Ventas: 2.000 M euros (-3,0% vs -2,0% BS(e) y -3,1% consenso); EBITDA: 379,1 M euros (-0,7% vs -1,2% BS(e) y -0,8% consenso); BDI: 185,9 M euros (+1,1% vs -1,2% BS(e) y -1,6% consenso);
- Juan Ros-Padilla
ALLIX WALLIX GROUP SA
DKSH DKSH HOLDING AG
STF STEF
SZG SALZGITTER AG
FAGR FAGRON SA
VRAP VRANKEN-POMMERY MONOPOLE SA
RIEN RIETER HOLDING AG
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
ARG ARGAN SA
IDR INDRA SISTEMAS S.A. CLASS A
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
ALAFY AFYREN
ARVEN ARVERNE GROUP SA
- Juan Ros-Padilla
ALLIX WALLIX GROUP SA
DKSH DKSH HOLDING AG
STF STEF
SZG SALZGITTER AG
FAGR FAGRON SA
VRAP VRANKEN-POMMERY MONOPOLE SA
RIEN RIETER HOLDING AG
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
ARG ARGAN SA
IDR INDRA SISTEMAS S.A. CLASS A
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
ALAFY AFYREN
ARVEN ARVERNE GROUP SA
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